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Reference: https://www.aafmindia.co.in/CTEPCertification/CharteredTrustandEstatePlannerFees.aspx
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The following will be discussed in AAFM CTEP exam dumps:
- Real Estate Plansin UAE
- Returning Indian
- Real Estate Plansin the US
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- Real Estate Plansin the UK
- Domicile in US
- Resident in US for tax purposes
- Tax Domicile Certificate
- Real Estate Plansin the UAE
- Inheritance Tax in Singapore
- Wills in Singapore
- Real Estate Plansin Singapore
- Real Estate Plansin Singapore
- Generation Skipping Transfer Tax
- FEMA on Trusts
- Relationship between Income Tax Policy and FEMA
What is the cost of AAFM CTEP
The cost of AAFM CTEP is $250.
- Length of Examination: 80 minutes
- Number of Questions: 70
- Format: Multiple choices, multiple answers
AAFM CTEP Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Trust Planning | 22% | - Taxation and Benefits of Trusts - Asset Protection through Trusts - Role and Responsibilities of Trustees - Types and Structure of Trusts |
| Topic 2: Laws Affecting Estate Planning | 18% | - Tax Laws: Income, Gift, Estate, and Inheritance - Conflict of Laws and Jurisdiction - General Legal Framework |
| Topic 3: Introduction to Estate Planning | 7% | - Estate Planning Process and Lifecycle - Concept and Objectives of Estate Planning - Role of the Estate Planner |
| Topic 4: Testamentary Succession & Wills | 18% | - Probate and Administration of Estates - Drafting, Execution, and Revocation of Wills - Validity and Types of Wills |
| Topic 5: International Estate Planning | 15% | - Business Succession & Family Legacy Planning - Double Taxation Agreements and Treaties - Foreign Trusts and Tax Compliance - Cross-Border Wealth Transfer |
| Topic 6: Personal & Intestate Succession Laws | 20% | - Intestate Succession Principles - Religious and Civil Law Succession Rules - Indian Succession Act and Related Legislation |

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